IRAs and Roth IRAs

3,118 topics in this forum

1. Basis on Roth Conversion with 401K Rollover Unconverted?

   By Guest SONNI, April 8, 1999
   • 1 reply
   • 1.8k views
   • 
   • Kathy
   • April 8, 1999

2. Recharacterizing a 1998 Roth because of poor stock performance

   By Guest Bill Ward, March 19, 2001
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • March 20, 2001

3. IRA Contribution Deadline

   By four01kman, August 19, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • August 19, 2003

4. IRA's & Creditor Protection

   By Guest haydenks, November 16, 1998
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • November 17, 1998

5. Just gettin started

   By Guest Crysscl10, December 22, 2001
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • December 22, 2001

6. Wants to Start an IRA.

   By Guest BigBadUSMC, July 31, 2002
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • August 1, 2002

7. Fees for IRA Distribution Advice

   By kgr12, May 18, 2010
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 20, 2010

8. How much can my non-working spouse contribute?

   By Guest JLeo, April 9, 1999
   • 1 reply
   • 1.4k views
   • 
   • John Olsen
   • April 10, 1999

9. RMD Deadline

   By Guest Gregory, February 4, 2000
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • February 8, 2000

10. Roth Ira/nondeductible IRA

    By Guest mkelly, June 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 3, 2002

11. Comminged Roth IRA Accounts and Reporting

    By Guest StanJacobson, December 1, 1998
    • 1 reply
    • 2.4k views
    • 
    • Kathy
    • December 2, 1998

12. Roth IRA conversion & Minimum Required Distributions

    By Fredman, December 2, 1998
    • 1 reply
    • 2.2k views
    • 
    • Wessex
    • December 2, 1998

13. Rollover of "in kind" distribution

    By Guest John Nelson, February 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 2000

14. Interest Rate assumptions for computing subs equal pmts

    By MarZDoates, January 10, 2008
    • 1 reply
    • 1.2k views
    • 
    • jevd
    • January 10, 2008

15. when to report Roth conversion--1998 or 1999?

    By Guest maryestes, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

16. Roth IRA Beneficiary Designation

    By Guest WesleyDHill, February 10, 2000
    • 1 reply
    • 1.3k views
    • 
    • John Olsen
    • February 11, 2000

17. Can I open a Roth IRA as a gift to my children even if they have no ea

    By Guest sidhum, October 23, 2000
    • 1 reply
    • 2k views
    • 
    • John G
    • October 23, 2000

18. are two conversions per year allowed?

    By Guest judorock, February 18, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 18, 2002

19. K-1 in IRA

    By Guest chick, March 20, 2009
    • 1 reply
    • 3k views
    • 
    • Guest
    • March 21, 2009

20. Does Roth Conversion Limit Scedule A Deductions?

    By Guest MAJT2, April 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 12, 1999

21. Stock Shares for Roth Contribution

    By Guest Eli John, February 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • John G
    • February 28, 2001

22. Is there any problems/catches with Multiple accounts??

    By Guest JaykeSnake, February 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 19, 2002

23. Rollover from 401 to Roth

    By Guest, February 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 16, 2000

24. Just a few questions before I enter into a Roth IRA (confussion)

    By Guest mds3673, April 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 2, 2002

25. Transfer IRA to SEP

    By Guest charcoal89, June 18, 2004
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • June 19, 2004

26. 401-K converted to a Roth. Two Form 1099-R's?

    By Guest Lonnie_parry, April 12, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 12, 1999

27. Contributing to a Roth IRA from overseas earnings

    By Guest N. Whyte, February 16, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • February 17, 2000

28. How do I add to Roth IRA?

    By Guest tyke, January 19, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 19, 2001

29. Amended returns to correct nondeductible IRA to Roth?

    By Guest Steve Palmer, February 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 24, 2002

30. Timing of conversion coupled with rollover from 401k

    By Guest DLH1, December 27, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 3, 2010

31. Are Roth Distributions Repayable?

    By Guest JohnC, December 4, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 6, 1998

32. Roth IRA's in '1999

    By Guest Charles, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 13, 1999

33. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 6, 2000

34. Roth Contributions for married filing joint

    By Guest djclark, December 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • December 28, 2000

35. 2001 Roth Contributions

    By Guest Sky, January 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 14, 2002

36. Can I still contribute for 2003

    By Guest terryinvegas, February 21, 2004
    • 1 reply
    • 1k views
    • 
    • Appleby
    • February 21, 2004

37. Beneficiary is estate

    By Felicia, August 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • August 3, 2004

38. maximum Roth deferral & Roth IRA

    By Guest Sieve, November 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • November 24, 2009

39. AGI too big on audit

    By Guest jraskin, December 5, 1998
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 6, 1998

40. Should I convert an IRA to Roth IRA ?

    By Guest Mae, April 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 15, 1999

41. Who can make contributions?

    By Guest jeulowetz, February 17, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 18, 2000

42. Roth IRA really better?

    By Guest abunai, January 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • John G
    • January 14, 2002

43. 2009 Rules and IRA Beneficiary

    By Guest kcousin, April 14, 2009
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • April 14, 2009

44. Start a Roth now, convert a IRA later.

    By Guest oiwon, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

45. Incapacity of IRA Owner

    By Guest halka, February 17, 2000
    • 1 reply
    • 4k views
    • 
    • BPickerCPA
    • February 18, 2000

46. IRA Rollover

    By k man, February 20, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 28, 2007

47. Transferring inherited beneficiary roth ira?

    By Guest dakota, August 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 13, 2007

48. moving funds from one IRA account to another

    By Guest doubledecamp, October 31, 2007
    • 1 reply
    • 2k views
    • 
    • jevd
    • November 1, 2007

49. Application of IRC 408(g)

    By J2D2, December 20, 2011
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • December 20, 2011

50. Cash Contributions

    By Guest curious023, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998